See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,105 | $49,227-28.7% | $70,449-50.2% | $79,858-56.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.11% | 30.06%-16.0pp | 109.03%-94.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $550 | $2,099-73.8% | $2,737-79.9% | $2,471-77.7% |
| Participant deferral / active EE | $3,177 | $2,768+14.8% | $3,709-14.3% | $3,740-15.0% |
| Admin fee / account holder | $342 | $2,878-88.1% | $3,845-91.1% | $5,306-93.5% |